Marcus E. Hugo

REVEL WEALTH PARTNERS

PHOENIX, AZ

CRD#: 6373734

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Professional summary

Marcus Edward Hugo, who also goes by Marcus E Hugo, is a registered financial advisor currently at REVEL WEALTH PARTNERS located in Phoenix, Arizona.

Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Marcus has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marcus E Hugo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus Edward Hugo's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 17, 2026 - Present

REVEL WEALTH PARTNERS

RIA

CRD#: 342660

PHOENIX, AZ

Past

February 6, 2025 - May 29, 2026

IRONWOOD WEALTH MANAGEMENT, LLC

RIA

CRD#: 200511

CHANDLER, AZ

Past

August 15, 2014 - October 23, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(6/17/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/26/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2014

General Securities Representative Examination

Current Firm

REVEL WEALTH PARTNERS

REVEL WEALTH PARTNERS | REVEL WEALTH PARTNERS LLC

CRD#: 342660 / SEC#:

Arizona

Registered Investment Advisory firm - (6/17/2026 Approved)

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Contact information

Main Address

Phoenix, AZ

Mailing Address

Phone number

(480) 678-0443

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Marcus E. Hugo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus Edward Hugo's CRS (Customer Relationship Summary).

Certified licenses

Experience

REVEL WEALTH PARTNERS

IRONWOOD WEALTH MANAGEMENT, LLC

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 8/26/2014

SIE

Date: 10/1/2018

Series 7

Date: 8/15/2014

Current Firm

REVEL WEALTH PARTNERS

Contact information

Documents

Red Flags

Company Information

REVEL WEALTH PARTNERS

TRUST BUT VERIFY

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